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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $91,104 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $27,907 |
LEEPER KEAN & RUMLEY LLP4 years Service code 10 3623 N ELM ST STE 100 · GREENSBORO, NC 27455 | Accounting | $13,825 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,587 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,700 | $42,504-74.8% | $160,009-93.3% | $77,906-86.3% |
| Participation rate | 92.3% | 66.9%+25.4pp | 78.0%+14.4pp | 73.7%+18.6pp |
| Annual return | -17.21% | -12.43%-4.8pp | 408.85%-426.1pp | 12.16%-29.4pp |
| Employer contribution / active EE | $832 | $1,684-50.6% | $4,225-80.3% | $2,846-70.8% |
| Participant deferral / active EE | $2,493 | $3,919-36.4% | $6,183-59.7% | $4,805-48.1% |
| Admin fee / account holder | $111 | $98+14.1% | $8,715-98.7% | $133-16.1% |